Zhang Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
2,776
-37
| -1% | -$7.19K | 0.02% | 197 |
|
|
2025
Q1 | $529K | Buy |
2,813
+823
| +41% | +$155K | 0.03% | 202 |
|
|
2024
Q4 | $368K | Sell |
1,990
-70
| -3% | -$13K | 0.02% | 222 |
|
|
2024
Q3 | $391K | Buy |
2,060
+7
| +0.3% | +$1.33K | 0.02% | 212 |
|
|
2024
Q2 | $358K | Sell |
2,053
-85
| -4% | -$14.8K | 0.03% | 213 |
|
|
2024
Q1 | $383K | Buy |
2,138
+1
| +0% | +$179 | 0.03% | 207 |
|
|
2023
Q4 | $353K | Buy |
2,137
+3
| +0.1% | +$496 | 0.03% | 207 |
|
|
2023
Q3 | $324K | Hold |
2,134
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $338K | Buy |
+2,134
| New | +$338K | 0.03% | 191 |
|